Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Donor-Advised Funds for Tax and Legacy
In Episode 30 of The High Net Worth Podcast, Lucas and Luna explore the mechanics of donor-advised funds, a vehicle that high-net-worth families increasingly use to manage charitable giving while capturing immediate tax deductions. They examine the case of a $10 million DAF funded with appreciated stock, saving the donor roughly $2.4 million in capital gains taxes. The hosts break down the two-step strategy: contribute assets now, recommend grants later. They discuss how Fidelity Charitable, Schwab Charitable, and Vanguard Charitable dominate the space, and why some advisors now treat DAFs as…
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